Garden State Investment Advisory Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
14,475
-680
| -4% | -$12.4K | 0.07% | 226 |
|
|
2025
Q1 | $176K | Buy |
15,155
+1,330
| +10% | +$15.5K | 0.06% | 243 |
|
|
2024
Q4 | $213K | Sell |
13,825
-1,675
| -11% | -$25.8K | 0.06% | 220 |
|
|
2024
Q3 | $122K | Sell |
15,500
-500
| -3% | -$3.93K | 0.04% | 224 |
|
|
2024
Q2 | $106K | Buy |
16,000
+50
| +0.3% | +$331 | 0.04% | 222 |
|
|
2024
Q1 | $115K | Buy |
15,950
+827
| +5% | +$5.98K | 0.04% | 210 |
|
|
2023
Q4 | $150K | Sell |
15,123
-1,475
| -9% | -$14.7K | 0.06% | 200 |
|
|
2023
Q3 | $133K | Buy |
16,598
+75
| +0.5% | +$599 | 0.06% | 181 |
|
|
2023
Q2 | $138K | Sell |
16,523
-22,350
| -57% | -$186K | 0.05% | 198 |
|
|
2023
Q1 | $236K | Sell |
38,873
-6,143
| -14% | -$37.3K | 0.1% | 160 |
|
|
2022
Q4 | $208K | Buy |
+45,016
| New | +$208K | 0.12% | 163 |
|